Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i American Century ETF Trust - American Century U.S. Quality Value ETF, omfatter
Financial Engines Advisors L.L.C.,
Wealth Enhancement Advisory Services, Llc,
Raymond James Financial Inc,
og
Harbor Asset Planning, Inc.
.
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
Fil dato |
Kilde |
Investor |
|
Type |
Gennemsnitlig pris (Øst) |
Aktier |
Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
13.735 |
107,82 |
852 |
112,47 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
5.587 |
3,27 |
347 |
5,47 |
|
2025-08-14 |
13F |
Financial Engines Advisors L.L.C.
|
|
|
|
12.947 |
|
803 |
|
|
2025-07-17 |
13F |
Worth Financial Advisory Group, LLC
|
|
|
|
8.147 |
9,62 |
505 |
11,97 |
|
2025-08-11 |
13F |
Private Advisor Group, LLC
|
|
|
|
576.636 |
2,55 |
35.778 |
4,67 |
|
2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
785.064 |
0,18 |
48.710 |
2,25 |
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
11.952 |
|
742 |
|
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
11.439 |
0,65 |
710 |
2,75 |
|
2025-07-10 |
13F |
Wealth Enhancement Advisory Services, Llc
|
|
|
|
4.810 |
|
304 |
|
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
162 |
0,62 |
10 |
11,11 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
15.246 |
7,53 |
946 |
9,76 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
2.127 |
|
132 |
|
|
2025-06-27 |
NP |
AAARX - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
625.984 |
0,27 |
36.996 |
-6,68 |
|
2025-08-11 |
13F |
HighTower Advisors, LLC
|
|
|
|
9.542 |
0,57 |
592 |
2,78 |
|
2025-08-12 |
13F |
Wealthbridge Capital Management, Llc
|
|
|
|
5.709 |
0,30 |
354 |
2,31 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-13 |
13F |
Northwestern Mutual Wealth Management Co
|
|
|
|
6.381 |
22,15 |
396 |
24,61 |
|
2025-06-27 |
NP |
AACRX - Strategic Allocation: Conservative Fund R Class
|
|
|
|
260.633 |
4,40 |
15.403 |
-2,84 |
|
2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
55.558 |
28,34 |
3.447 |
31,01 |
|
2025-07-29 |
13F |
Stratos Wealth Advisors, LLC
|
|
|
|
149.258 |
3,78 |
9.261 |
5,93 |
|
2025-07-29 |
13F |
Harbor Asset Planning, Inc.
|
|
|
|
51 |
|
3 |
|
|
2025-06-27 |
NP |
TWSMX - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
634.946 |
0,23 |
37.525 |
-6,72 |
|